DR
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
27 advisors
Number of Clients
768 clients
Average Client Portfolio
$235K average
Assets Under Management
$180.5M
Fee Structure
Information about fees is not provided in this brochure supplement. Richard J. Carlesco Jr. receives only a salary from IBN Financial Services, Inc.
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Advisor Information
Office location
Spokane, WA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is involved with National Insurance Corp. since 2016, selling fixed insurance and securities, including traditional life and health insurance. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Ibn Financial Services, INC
October 2017 - Present · 8 yrs 3 mos
Ibn Financial Services, INC.
August 2017 - Present · 8 yrs 5 mos
Ibn Financial Services, INC. Broker
August 2017 - Present · 8 yrs 5 mos
Previous Registrations
National Asset Management, INC.
September 2016 - April 2017 · 7 mos
National Securities CorporationBroker
May 2016 - April 2017 · 11 mos
Ridgeway Conger Advisory Services
January 2016 - July 2016 · 6 mos
Ridgeway Conger Advisory Services
January 2015 - December 2015 · 11 mos
Ridgeway & Conger, INC.Broker
January 2010 - May 2016 · 6 yrs 4 mos
Ridgeway Conger Advisory Services
December 2009 - December 2014 · 5 yrs
Woodbury Financial Services, INC.Broker
March 2008 - December 2009 · 1 yr 9 mos
Woodbury Financial Services, INC.
March 2008 - December 2009 · 1 yr 9 mos
Independent Financial Group, LLC
December 2007 - March 2008 · 3 mos
Independent Financial Group, LLC Broker
December 2007 - March 2008 · 3 mos
1717 Capital Management Company
March 2006 - January 2008 · 1 yr 10 mos
Atlas Brokerage Company, L.P.Broker
May 2002 - June 2002 · 1 mo
1717 Capital Management CompanyBroker
February 1995 - January 2008 · 12 yrs 11 mos
Metlife Securities INC.Broker
April 1991 - June 1993 · 2 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
April 1991 - June 1993 · 2 yrs 2 mos
State Registrations2 states
IDWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.